MATTERHORN CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- w cnshohocken, Pennsylvania
- CRD number
- 309960
- Registered since
- May 1, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Matterhorn Capital Advisors, LLC is a privately held investment manager registered with the SEC in 2023 and organized as a limited liability company. The firm functions as a fund manager focused on pooled investment vehicles, acting both as advisor and sponsor/GP/managing member for the funds it runs. Its primary client base is institutional investors, and its fee model combines a percentage-of-assets charge with performance-based fees, aligning manager compensation with fund returns. Matterhorn describes itself as a multifaceted manager with core activity in hedge fund strategies and real estate funds rather than as a pure allocator or multi-manager platform. Matterhorn is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. Its stated advisory activity centers on portfolio management for pooled vehicles, which it both operates and sponsors. That positioning suggests the firm concentrates on active management inside its funds rather than providing separate advisory services across a broad retail client base.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CRAIG MORESHEAD
Chief Compliance OfficerCRD 2076630
Contacts
3 of 3ARI STANGER
Head of FinanceCRD 8244723
PETER MORSE
MemberCRD 818685
RICHARD WORLEY
MemberCRD 472838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
w cnshohocken, PA
MONTGOMERY
Location
w cnshohocken, PA
Headquartered in w cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 100 Front St
- Time zone
- ET (UTC-5)
- Office locations
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